The Modern Twist to Getting Your Affairs in Order

Your “Now and Then” Plan is your common sense plan that gives you the ability to manage your information, make good decisions, and provide valuable information to your family in the case of an emergency.   It’s the difference between chaos and control in a crisis.     Don’t leave a mess for you family!   

EARLY BIRD SPECIAL – AVAILABLE NOW!    

WAHOOO!!    We are celebrating the launch of our new online planning tool and learning lab!      If you’ve been thinking you might need to get your affairs in order and have more questions than you do answers, this EARLY BIRD SPECIAL is for you!   Save big bucks, get your plan done and get on with life!

  – 1 year online planning subscription
  – Pre-formatted Notebook
  – 6 Week, Step-by-Step Online Course ***
  – Legacy List Builder – Capture picture, history and stories of family heirlooms

This special is available for a limited time only, so get started today! 

*** Course started July 8 – but don’t worry, you can watch recorded sessions

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FREE Webcast –  Demystifying the Estate Planning Process

August 28th – 7:00PM  

Studies show about 50% of baby-boomers don’t have a will and an estate plan in place and that number grows with the younger populations.   Why is that?

We want bring estate planning into the spotlight and talk about some of the questions you may have regarding estate planning.     We will explore some of the myths around estate planning, reasons why it’s so important and what is the best way to go about it.      We will explore software wills, online legal planning and getting the most “bang for your buck” when working with an attorney.        Plus, you will get to ask questions to our live guest attorney, Margaret Menicucci,estate attorney and counselor at Braun & Gresham, PLLC.

Now is the time to get real on your planning!     The webinar is open to the public, but you must register to get access.

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